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Fidelity MSCI Real Estate Index ETF

23 hedge funds and large institutions have $64M invested in Fidelity MSCI Real Estate Index ETF in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

627% more capital invested

Capital invested by funds: $8.8M → $64M (+$55.2M)

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

32.24% more ownership

Funds ownership: 16.31%48.56% (+32%)

28% more funds holding

Funds holding: 1823 (+5)

Holders
23
Holders Change
+5
Holders Change %
+27.78%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
8
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FI
1
FormulaFolio Investments
Michigan
$50.8M +$48.3M +2,042,804 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.64M -$2.09M -88,529 -45%
PFA
3
Pure Financial Advisors
California
$2.37M +$784K +33,169 +53%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.29M +$1.94M +81,983 +795%
Morgan Stanley
5
Morgan Stanley
New York
$1.33M +$1.26M +53,500 New
SAM
6
Shamrock Asset Management
Texas
$1.11M +$462K +19,540 +77%
TPWA
7
TRUE Private Wealth Advisors
Oregon
$694K +$661K +27,946 New
Mariner
8
Mariner
Kansas
$531K +$126K +5,346 +33%
UBS Group
9
UBS Group
Switzerland
$418K
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$359K +$101K +4,267 +42%
IAS
11
IMA Advisory Services
Colorado
$352K +$335K +14,170 New
Jane Street
12
Jane Street
New York
$310K -$236K -9,995 -44%
SIAM
13
Sterling Investment Advisors (Missouri)
Missouri
$260K +$247K +10,446 New
ADL
14
Asset Dedication LLC
California
$140K -$3.85K -163 -3%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$104K +$21.3K +902 +27%
MFS
16
MSI Financial Services
Massachusetts
$71K +$50.1K +2,119 +294%
Bank of America
17
Bank of America
North Carolina
$65K +$2.41K +102 +4%
IA
18
IFP Advisors
Florida
$49K +$46.5K +1,965 New
TIM
19
Tortoise Investment Management
New York
$32K
ASN
20
Advisory Services Network
Georgia
$27K -$28.2K -1,192 -53%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$11K +$10.6K +449 New
AWM
22
AllSquare Wealth Management
New York
$8K
BlackRock
23
BlackRock
New York
$2K
TRCT
24
Tower Research Capital (TRC)
New York
-$13K -552 Closed
Citigroup
25
Citigroup
New York
-$1K -45 Closed